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Duke Energy

2,396 hedge funds and large institutions have $63B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 256 funds opening new positions, 1,009 increasing their positions, 829 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.7% more ownership

Funds ownership: 68.44%69.14% (+0.7%)

4% less capital invested

Capital invested by funds: $65.9B → $63B (-$2.9B)

26% less funds holding in top 10

Funds holding in top 10: 2317 (-6)

Holders
2,396
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$621M
Puts
$353M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCA
2226
McGuire Capital Advisors
Oklahoma
$34K
BFS
2227
Bare Financial Services
Pennsylvania
$33.9K
PWMG
2228
Prestige Wealth Management Group
New Jersey
$33.6K
PWMG
2229
Private Wealth Management Group
New Jersey
$33.5K
CPG
2230
Cornerstone Planning Group
New Jersey
$33.3K
KFG
2231
Kingdom Financial Group
Arizona
$33.2K
AWM
2232
Abound Wealth Management
Tennessee
$32.9K
MSWM
2233
Mowery & Schoenfeld Wealth Management
Illinois
$32.8K
FA
2234
Fountainhead AM
New Jersey
$32.5K
AIM
2235
Access Investment Management
Georgia
$32.4K
BIA
2236
Bell Investment Advisors
California
$30.2K
SWP
2237
SIMA Wealth Partners
Virginia
$30.2K
LWM
2238
Lodestone Wealth Management
Washington
$29.8K
CBT
2239
CoreFirst Bank & Trust
Kansas
$29.5K
WG
2240
Wellington Group
Indiana
$29.5K
WAS
2241
Winch Advisory Services
Wisconsin
$29.4K
VWM
2242
Vermillion Wealth Management
Minnesota
$29.3K
NEWAS
2243
N.E.W. Advisory Services
Wisconsin
$29.3K
AW
2244
Avion Wealth
Texas
$29K
CFM
2245
Cornerstone Financial Management
Massachusetts
$28K
LD
2246
Lipe & Dalton
New York
$28K
KFP
2247
Kerr Financial Planning
California
$27.3K
NWMP
2248
Noble Wealth Management PBC
Colorado
$27.3K
TCM
2249
Triumph Capital Management
Colorado
$27K
SA
2250
Strategic Advocates
Utah
$26.4K